-95.8%
TOON vs VT
+66.2%
-162.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +3.1% | +0.4% | +2.7% | +2.5% |
| 30D | +11.3% | +1.0% | +10.3% | +9.7% |
| 3M | -8.5% | +2.4% | -10.8% | -11.4% |
| 6M | +14.4% | +12.0% | +2.4% | -1.7% |
| YTD | -8.3% | +15.3% | -23.7% | -24.3% |
| 1Y | -20.2% | +22.6% | -42.8% | -38.9% |
| 3Y | -56.3% | +74.7% | -131.0% | -79.4% |
| All | -95.8% | +66.2% | -162.0% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling